TWP
SJI

TFO Wealth Partners’s South Jersey Industries, Inc. SJI Stock Holding History

TFO Wealth Partners’s Portfolio SJI Stock Details SJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6
Closed -$1.37K – 943
2022
Q4 		$1.37K Buy
+6
New +$207 ﹤0.01% 307

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

TFO Wealth Partners's SJI Position: Q1 2023 in Review

TFO Wealth Partners sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 6 shares — an estimated $1.37K sold.

TFO Wealth Partners first reported a position in SJI in Q4 2022 and held it in 1 quarter. The position peaked at $1.37K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • TFO Wealth Partners reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 6 South Jersey Industries, Inc. shares in Q1 2023, an estimated $1.37K.
  • TFO Wealth Partners first reported a position in South Jersey Industries, Inc. in Q4 2022 and held it in 1 quarter.
  • TFO Wealth Partners's South Jersey Industries, Inc. position peaked at $1.37K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.